Mark Sheptoff Financial Planning’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-630
| Closed | -$29K | – | 372 |
|
|
2022
Q2 | $29K | Buy |
630
+600
| +2,000% | +$27.6K | 0.02% | 187 |
|
|
2022
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 408 |
|
|
2020
Q4 | – | Sell |
-37
| Closed | -$1K | – | 358 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 312 |
|
|
2020
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 321 |
|
|
2019
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 344 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 333 |
|
|
2019
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 335 |
|
|
2018
Q4 | – | Sell |
-39
| Closed | -$1K | – | 334 |
|
|
2018
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 354 |
|